Synchronize Data: Generic XML Account Orphans

The Generic XML Account Orphans page is available from the Account Orphans button located on the Generic XML Sync Settings page.

From the Generic XML Sync Settings page, selecting the Create accounts using Orphans option located under the Generic XML Connection Settings drop-down, to import all 3rd party application accounts which don't automatically map to existing Central accounts based on like account name and/or serial numbers and equipment id's.  This will create an equivalent Central account.  Alternatively, it may be preferred to deselect this option and use the Account Orphans page to systematically select which accounts to import/create in Central mirroring your roll out strategy.

Select which accounts to import/create by leaving the default <create new account> value, or if the the Central account already exists but the name differs, select this field to display a list of Central accounts, and select the appropriate match.  Select the Mapped option to apply your changes.  After you've applied mapping to the necessary accounts, select the Save button to finalize the Account Orphans mapping.

 

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